Nancy J. LaPointe Financial Services
Nancy J. LaPointe Financial Services
An Office of MetLife

The Point Is Your Financial Security.

Today's investment climate offers unprecedented opportunities.  At Nancy J. LaPointe Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:


 

          1.  A clear understanding of their financial goals


 

          2.  A well-defined roadmap for achieving those goals


 

          3.  Ongoing advice to help adjust their roadmap when their needs change


 

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We focus on helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and helps enable them to meet both short- and long-term objectives.


 

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan.  You'll also find calculators that will help you assess your current and future needs.  Please remember to visit our web site often, as our content is constantly changing.


 

For help with your financial management, or for more information on Nancy J. LaPointe Financial Services, please contact us today.

 

We have representatives in this office licensed and registered to offer products and services in [OR, WA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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College Funding

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Cost of Retirement

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Quick Facts - September 2007

Information about Retirement, Long Term Care and the Mature Markets

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

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